Wealth Manager - French Market H/F

Job description

Contract details

• Type de contrat: CDI
• Date de prise de fonction: 01/09/2025

Tasks

• The mission of the Wealth Management France division is to ensure the support and commercial development of a wealthy French clientele through the various channels of the Crédit Agricole Group, but also through non-Group channels.
• Within this department your missions will be in particular to :
• Initiate and develop solutions adapted to the expression of our clients' needs and a new range of products based on our portfolio.
• Accelerate existing relationships by actively managing telephonic interactions with internal product specialists who contribute their specific expertise to the realization of this support.
• As a real estate architect, we offer our clients a complete range of execution services and expert advice to optimize the structure of their properties and their investment choices.
• Aider à la réalisation de Wealth Management, contribuer par votre sens du service à la réalisation des aspirations personnelles et des objectifs de nos clients.
• Positioning our bank across the various Group entities in France as well as within the existing network.

Requirements

Education and experience

• Level d'études minimum: Bac +5 / M2 et plus
• Formation / Spécialization: Vous êtes détenteur d'un Master en Economie, Finance ou Gestion de Patrimoine.
• Experience: Thanks to your proven and ideally acquired experience in the field of private or commercial banking, you are particularly familiar with the stakeholders and specific requirements of our clients.

Skills and knowledge

• Compétences recherchées:
• Our excellent general knowledge of the markets and financial products, as well as of the legal and fiscal regulations in force in France, allows you to quickly understand the financial situation of our clients and to identify the various solutions that meet their needs.
• Thanks to your very good écoute, you are capable of analyzing and prospecting. You quickly understand the needs of your clients. Your good relationships and team spirit allow you to build solid relationships and create trust.
• Flexibility, adaptability and versatility are essential qualities for the success of your missions, which require deployments mainly in France.

Technical requirements

• Outils informatiques: Maîtrise de la suite Office
• Langues: Français et anglais courant